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10 Best Performing SIP Plans for 10, 20 Year Investment 2021

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10 Best SIP Plans for 10 , 20 Year Investment 2021

Updated on January 14, 2021 , 81265 views

Best SIP Plans? How to choose them? These are some of the common questions that occur in the mind of investors when thinking of investing in Mutual Funds through a SIP or Systematic Investment plan. SIP investment is one of the most disciplined Investing options when investing in Mutual Funds.

SIP

Moreover, the minimum amount of investing in a SIP Mutual Fund is as less as INR 500. This makes investing in Top SIP plans much convenient.

Why Should you Invest in SIP or Systematic Investment Plan?

Some of the benefits of investing in a SIP are:

Power of Compounding

Systematic Investment Plans also offer the benefit of the Power of Compounding. Simple interest is when you gain interest on only the principal. In the case of compound interest, the interest amount is added to the principal, and interest is calculated on the new principal (old principal plus gains). This process continues every time. Since the mutual funds in the SIP are in installments, they are compounded, which adds more to the initially invested sum.

Rupee Cost Averaging

The biggest benefit that a systematic investment plan offers is Rupee Cost Averaging which helps an individual to average out the cost of an asset purchase. While making a lump sum investment in a mutual fund a certain number of units are purchased by the investor all at once, in the case of a SIP the purchase of units is done over a long period and these are spread out equally over monthly intervals (usually). Due to the investment being spread out over time, the investment is made into the stock market at different price points giving the investor the benefit of averaging cost, hence the term rupee cost averaging.

Affordability

SIPs are a very affordable option for the masses to start savings since the minimum amount required for each installment (that too monthly!) can be as low as INR 500. Some Mutual Fund companies even offer something called a MicroSIP where the ticket size is as low as INR 100.

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Risk Reduction

Given that a systematic investment plan is spread over a long period of time, one catches all periods of the stock market, the ups and more importantly the downturns. In downturns, when fear catches most investors, SIP installments continue ensuring the investors buy low.

Best SIP Plans for 10, 20 Year Investment in FY 21 - 22

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
PGIM India Global Agribusiness Offshore Fund Growth ₹35.62
↑ 0.17
₹510 500 10.426.46731.323.672.4
Aditya Birla Sun Life Digital India Fund Growth ₹92.09
↓ -1.67
₹735 1,000 23.860.561.12721.259
ICICI Prudential Technology Fund Growth ₹103.96
↓ -2.34
₹938 100 23.370.170.828.920.970.6
Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹49.5076
↓ -0.62
₹2,545 500 3.813.939.62520.845.2
SBI Banking & Financial Services Fund Growth ₹21.704
↓ -0.25
₹1,997 500 33.645.37.311.320.64.8
Mirae Asset Tax Saver Fund Growth ₹24.179
↓ -0.22
₹5,044 500 25.840.923.911.420.421.5
TATA Digital India Fund Growth ₹24.9307
↓ -0.63
₹673 500 21.759.657.72920.154.8
Mirae Asset Emerging Bluechip Fund Growth ₹74.143
↓ -0.76
₹13,405 0 2740.224.910.920.122.4
TATA Banking and Financial Services Fund Growth ₹22.8033
↓ -0.23
₹597 500 31.340.14.89.218.72.7
IIFL Focused Equity Fund Growth ₹23.4409
↓ -0.30
₹1,210 1,000 26.141.826.51418.523.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Jan 21
*Funds below are considering best CAGR returns for over 5 years and fund having atleast have market history (Fund age) of 5 year and have minimum 500 Crore of asset under management.

1. PGIM India Global Agribusiness Offshore Fund

The primary investment objective of the scheme is to generate long-term capital growth by investing predominantly in units of overseas mutual funds, focusing on agriculture and/or would be direct and indirect beneficiaries of the anticipated growth in the agriculture and/or affiliated/allied sectors.

PGIM India Global Agribusiness Offshore Fund is a Others - Fund of Fund fund was launched on 14 May 10. It is a fund with High risk and has given a CAGR/Annualized return of 12.6% since its launch.  Ranked 33 in Fund of Fund category.  Return for 2020 was 72.4% , 2019 was 30.9% and 2018 was 0.3% .

Below is the key information for PGIM India Global Agribusiness Offshore Fund

PGIM India Global Agribusiness Offshore Fund
Growth
Launch Date 14 May 10
NAV (14 Jan 21) ₹35.62 ↑ 0.17   (0.48 %)
Net Assets (Cr) ₹510 on 30 Nov 20
Category Others - Fund of Fund
AMC Pramerica Asset Managers Private Limited
Rating
Risk High
Expense Ratio 0.96
Sharpe Ratio 2.27
Information Ratio 1.5
Alpha Ratio 34.58
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 15₹10,000
31 Dec 16₹10,080
31 Dec 17₹11,283
31 Dec 18₹11,312
31 Dec 19₹14,804
31 Dec 20₹25,522

PGIM India Global Agribusiness Offshore Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623
Invest Now

Returns for PGIM India Global Agribusiness Offshore Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 21

DurationReturns
1 Month 5.3%
3 Month 10.4%
6 Month 26.4%
1 Year 67%
3 Year 31.3%
5 Year 23.6%
10 Year
15 Year
Since launch 12.6%
Historical performance (Yearly) on absolute basis
YearReturns
2020 72.4%
2019 30.9%
2018 0.3%
2017 11.9%
2016 0.8%
2015 -14.7%
2014 0.9%
2013 13.4%
2012 19.9%
2011 1.4%
Fund Manager information for PGIM India Global Agribusiness Offshore Fund
NameSinceTenure
Alok Agarwal27 Jul 173.43 Yr.

Data below for PGIM India Global Agribusiness Offshore Fund as on 30 Nov 20

Asset Allocation
Asset ClassValue
Cash4.83%
Equity95.17%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
PGIM Jennison Global Eq Opps USD I Acc
Investment Fund | -
96%₹651 Cr316,850
↑ 72,132
Net Receivables / (Payables)
Net Current Assets | -
3%₹17 Cr
Treps
CBLO/Reverse Repo | -
1%₹9 Cr

2. Aditya Birla Sun Life Digital India Fund

(Erstwhile Aditya Birla Sun Life New Millennium Fund)

A multi-sector open-ended growth scheme with the objective of long term growth of capital, through a portfolio with a target allocation of 100% equity, focusing on investing in technology and technology dependent companies, hardware, peripherals and components, software, telecom, media, internet and e-commerce and other technology enabled companies. The secondary objective is income generation and distribution of dividend.

Aditya Birla Sun Life Digital India Fund is a Equity - Sectoral fund was launched on 15 Jan 00. It is a fund with High risk and has given a CAGR/Annualized return of 11.2% since its launch.  Ranked 33 in Sectoral category.  Return for 2020 was 59% , 2019 was 9.6% and 2018 was 15.6% .

Below is the key information for Aditya Birla Sun Life Digital India Fund

Aditya Birla Sun Life Digital India Fund
Growth
Launch Date 15 Jan 00
NAV (15 Jan 21) ₹92.09 ↓ -1.67   (-1.78 %)
Net Assets (Cr) ₹735 on 30 Nov 20
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 2.6
Sharpe Ratio 1.2
Information Ratio 0.46
Alpha Ratio 4.42
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 15₹10,000
31 Dec 16₹9,653
31 Dec 17₹11,810
31 Dec 18₹13,656
31 Dec 19₹14,963
31 Dec 20₹23,795

Aditya Birla Sun Life Digital India Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033
Invest Now

Returns for Aditya Birla Sun Life Digital India Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 21

DurationReturns
1 Month 13.3%
3 Month 23.8%
6 Month 60.5%
1 Year 61.1%
3 Year 27%
5 Year 21.2%
10 Year
15 Year
Since launch 11.2%
Historical performance (Yearly) on absolute basis
YearReturns
2020 59%
2019 9.6%
2018 15.6%
2017 22.4%
2016 -3.5%
2015 11.2%
2014 21.1%
2013 50.2%
2012 3.7%
2011 -21.8%
Fund Manager information for Aditya Birla Sun Life Digital India Fund
NameSinceTenure
Kunal Sangoi15 Jan 146.97 Yr.

Data below for Aditya Birla Sun Life Digital India Fund as on 30 Nov 20

Equity Sector Allocation
SectorValue
Technology72.92%
Communication Services14.28%
Industrials9.77%
Asset Allocation
Asset ClassValue
Cash3.03%
Equity96.96%
Other0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
25%₹217 Cr1,724,259
↑ 64,563
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 05 | TCS
11%₹92 Cr322,076
↑ 41,479
HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 10 | HCLTECH
8%₹67 Cr709,931
↑ 142,924
Tech Mahindra Ltd (Technology)
Equity, Since 31 May 13 | 532755
7%₹63 Cr642,992
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL
7%₹58 Cr1,146,907
↑ 256,493
Cyient Ltd (Industrials)
Equity, Since 31 May 14 | CYIENT
5%₹39 Cr769,609
Just Dial Ltd (Communication Services)
Equity, Since 30 Sep 19 | 535648
4%₹38 Cr603,953
Honeywell Automation India Ltd (Industrials)
Equity, Since 30 Jun 18 | 517174
4%₹30 Cr8,159
Apple Inc (Technology)
Equity, Since 30 Nov 18 | AAPL
3%₹24 Cr24,481
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT
3%₹24 Cr156,326
↑ 5,000

3. ICICI Prudential Technology Fund

To generate long-term capital appreciation for you from a portfolio made up predominantly of equity and equity-related securities of technology intensive companies.

ICICI Prudential Technology Fund is a Equity - Sectoral fund was launched on 3 Mar 00. It is a fund with High risk and has given a CAGR/Annualized return of 11.9% since its launch.  Ranked 37 in Sectoral category.  Return for 2020 was 70.6% , 2019 was 2.3% and 2018 was 19.1% .

Below is the key information for ICICI Prudential Technology Fund

ICICI Prudential Technology Fund
Growth
Launch Date 3 Mar 00
NAV (15 Jan 21) ₹103.96 ↓ -2.34   (-2.20 %)
Net Assets (Cr) ₹938 on 30 Nov 20
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.6
Sharpe Ratio 1.35
Information Ratio -0.48
Alpha Ratio 4.59
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 15₹10,000
31 Dec 16₹9,603
31 Dec 17₹11,505
31 Dec 18₹13,704
31 Dec 19₹14,026
31 Dec 20₹23,927

ICICI Prudential Technology Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644
Invest Now

Returns for ICICI Prudential Technology Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 21

DurationReturns
1 Month 12.7%
3 Month 23.3%
6 Month 70.1%
1 Year 70.8%
3 Year 28.9%
5 Year 20.9%
10 Year
15 Year
Since launch 11.9%
Historical performance (Yearly) on absolute basis
YearReturns
2020 70.6%
2019 2.3%
2018 19.1%
2017 19.8%
2016 -4%
2015 3.9%
2014 26.3%
2013 62.6%
2012 17.1%
2011 -18.9%
Fund Manager information for ICICI Prudential Technology Fund
NameSinceTenure
Sankaran Naren14 Jul 173.47 Yr.
Priyanka Khandelwal8 Jul 200.48 Yr.
Vaibhav Dusad2 May 200.67 Yr.

Data below for ICICI Prudential Technology Fund as on 30 Nov 20

Equity Sector Allocation
SectorValue
Technology67.26%
Communication Services16.32%
Industrials9.44%
Consumer Cyclical1.26%
Financial Services0.83%
Consumer Defensive0.74%
Health Care0.53%
Asset Allocation
Asset ClassValue
Cash3.62%
Equity96.38%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
21%₹247 Cr1,966,037
↑ 40,000
HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH
8%₹98 Cr1,039,744
↑ 260,000
Tech Mahindra Ltd (Technology)
Equity, Since 31 Oct 16 | 532755
6%₹73 Cr749,505
↑ 126,374
Persistent Systems Ltd (Technology)
Equity, Since 31 May 20 | PERSISTENT
4%₹48 Cr317,847
↑ 79,802
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL
4%₹48 Cr936,840
↓ -50,000
IndiaMART InterMESH Ltd (Communication Services)
Equity, Since 30 Jun 20 | 542726
4%₹43 Cr66,804
↑ 4,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 19 | TCS
3%₹34 Cr120,185
Cyient Ltd (Industrials)
Equity, Since 30 Jun 18 | CYIENT
3%₹34 Cr657,374
↑ 52,966
Coforge Ltd (Technology)
Equity, Since 31 Jul 20 | 532541
3%₹32 Cr118,903
↓ -10,000
Firstsource Solutions Ltd (Technology)
Equity, Since 31 Aug 20 | 532809
3%₹31 Cr3,049,435
↓ -100,000

4. Franklin India Feeder - Franklin U S Opportunities Fund

The Fund seeks to provide capital appreciation by investing predominantly in units of Franklin U. S. Opportunities Fund, an overseas Franklin Templeton mutual fund, which primarily invests in securities in the United States of America.

Franklin India Feeder - Franklin U S Opportunities Fund is a Equity - Global fund was launched on 6 Feb 12. It is a fund with High risk and has given a CAGR/Annualized return of 19.6% since its launch.  Ranked 6 in Global category.  Return for 2020 was 45.2% , 2019 was 34.2% and 2018 was 6.5% .

Below is the key information for Franklin India Feeder - Franklin U S Opportunities Fund

Franklin India Feeder - Franklin U S Opportunities Fund
Growth
Launch Date 6 Feb 12
NAV (14 Jan 21) ₹49.5076 ↓ -0.62   (-1.24 %)
Net Assets (Cr) ₹2,545 on 30 Nov 20
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 1.56
Sharpe Ratio 1.46
Information Ratio 0.12
Alpha Ratio 3.66
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-3 Years (1%),3 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 15₹10,000
31 Dec 16₹9,923
31 Dec 17₹11,721
31 Dec 18₹12,482
31 Dec 19₹16,751
31 Dec 20₹24,326

Franklin India Feeder - Franklin U S Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644
Invest Now

Returns for Franklin India Feeder - Franklin U S Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 21

DurationReturns
1 Month 1.7%
3 Month 3.8%
6 Month 13.9%
1 Year 39.6%
3 Year 25%
5 Year 20.8%
10 Year
15 Year
Since launch 19.6%
Historical performance (Yearly) on absolute basis
YearReturns
2020 45.2%
2019 34.2%
2018 6.5%
2017 18.1%
2016 -0.8%
2015 8.8%
2014 8.4%
2013 55.2%
2012
2011
Fund Manager information for Franklin India Feeder - Franklin U S Opportunities Fund
NameSinceTenure
Mayank Bukrediwala24 Aug 200.35 Yr.

Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 30 Nov 20

Equity Sector Allocation
SectorValue
Technology28.21%
Health Care15.48%
Financial Services13.29%
Consumer Cyclical12.31%
Communication Services8.06%
Industrials5.96%
Real Estate4.94%
Consumer Defensive2.75%
Basic Materials1.3%
Utility0.35%
Asset Allocation
Asset ClassValue
Cash3.36%
Equity93.33%
Other3.31%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin US Opportunities I(acc)USD
Investment Fund | -
100%₹2,718 Cr5,070,258
↑ 188,608
Call, Cash & Other Assets
Net Current Assets | -
0%₹5 Cr

5. SBI Banking & Financial Services Fund

The investment objective of the scheme is to generate long-term capital appreciation to unit holders from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in banking and financial services. However, there can be no assurance that the investment objective of the Scheme will be realized.

SBI Banking & Financial Services Fund is a Equity - Sectoral fund was launched on 26 Feb 15. It is a fund with High risk and has given a CAGR/Annualized return of 14.1% since its launch.  Return for 2020 was 4.8% , 2019 was 20.7% and 2018 was 9.5% .

Below is the key information for SBI Banking & Financial Services Fund

SBI Banking & Financial Services Fund
Growth
Launch Date 26 Feb 15
NAV (15 Jan 21) ₹21.704 ↓ -0.25   (-1.12 %)
Net Assets (Cr) ₹1,997 on 30 Nov 20
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating Not Rated
Risk High
Expense Ratio 2.44
Sharpe Ratio 0.17
Information Ratio -0.26
Alpha Ratio 0.43
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 15₹10,000
31 Dec 16₹11,702
31 Dec 17₹16,465
31 Dec 18₹18,035
31 Dec 19₹21,773
31 Dec 20₹22,826

SBI Banking & Financial Services Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644
Invest Now

Returns for SBI Banking & Financial Services Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 21

DurationReturns
1 Month 5.7%
3 Month 33.6%
6 Month 45.3%
1 Year 7.3%
3 Year 11.3%
5 Year 20.6%
10 Year
15 Year
Since launch 14.1%
Historical performance (Yearly) on absolute basis
YearReturns
2020 4.8%
2019 20.7%
2018 9.5%
2017 40.7%
2016 17%
2015
2014
2013
2012
2011
Fund Manager information for SBI Banking & Financial Services Fund
NameSinceTenure
Milind Agrawal1 Aug 191.42 Yr.

Data below for SBI Banking & Financial Services Fund as on 30 Nov 20

Equity Sector Allocation
SectorValue
Financial Services98.29%
Asset Allocation
Asset ClassValue
Cash0.65%
Equity99.35%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFCBANK
26%₹536 Cr3,728,360
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 16 | ICICIBANK
14%₹298 Cr5,575,814
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | KOTAKBANK
11%₹232 Cr1,165,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 18 | SBIN
10%₹202 Cr7,335,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | 532215
9%₹191 Cr3,077,122
ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 19 | 540716
4%₹92 Cr605,000
Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Sep 19 | 533398
3%₹72 Cr592,665
↑ 225,000
Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Aug 19 | M&MFIN
3%₹69 Cr3,960,000
↑ 800,000
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Aug 19 | CHOLAFIN
3%₹66 Cr1,700,000
ICICI Prudential Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Mar 19 | 540133
2%₹49 Cr975,000

6. Mirae Asset Tax Saver Fund

The investment objective of the scheme is to generate long term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments. The Scheme does not guarantee or assure any returns.

Mirae Asset Tax Saver Fund is a Equity - ELSS fund was launched on 28 Dec 15. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19.1% since its launch.  Return for 2020 was 21.5% , 2019 was 14.1% and 2018 was -2.3% .

Below is the key information for Mirae Asset Tax Saver Fund

Mirae Asset Tax Saver Fund
Growth
Launch Date 28 Dec 15
NAV (15 Jan 21) ₹24.179 ↓ -0.22   (-0.92 %)
Net Assets (Cr) ₹5,044 on 30 Nov 20
Category Equity - ELSS
AMC Mirae Asset Global Inv (India) Pvt. Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 1.63
Sharpe Ratio 0.44
Information Ratio 0.69
Alpha Ratio 5.12
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Dec 15₹10,000
31 Dec 16₹11,480
31 Dec 17₹16,977
31 Dec 18₹16,591
31 Dec 19₹18,925
31 Dec 20₹23,001

Mirae Asset Tax Saver Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644
Invest Now

Returns for Mirae Asset Tax Saver Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 21

DurationReturns
1 Month 7.4%
3 Month 25.8%
6 Month 40.9%
1 Year 23.9%
3 Year 11.4%
5 Year 20.4%
10 Year
15 Year
Since launch 19.1%
Historical performance (Yearly) on absolute basis
YearReturns
2020 21.5%
2019 14.1%
2018 -2.3%
2017 47.9%
2016 14.8%
2015
2014
2013
2012
2011
Fund Manager information for Mirae Asset Tax Saver Fund
NameSinceTenure
Neelesh Surana28 Dec 155.01 Yr.

Data below for Mirae Asset Tax Saver Fund as on 30 Nov 20

Equity Sector Allocation
SectorValue
Financial Services38.7%
Technology11.23%
Consumer Defensive8.57%
Basic Materials8.04%
Health Care7.52%
Consumer Cyclical6.43%
Industrials5.42%
Energy4.68%
Communication Services3.5%
Utility1.66%
Asset Allocation
Asset ClassValue
Cash0.97%
Equity99.02%
Other0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | HDFCBANK
10%₹533 Cr3,710,722
↑ 80,000
Infosys Ltd (Technology)
Equity, Since 31 Dec 15 | INFY
7%₹390 Cr3,106,693
↓ -10,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK
7%₹381 Cr7,123,912
↑ 187,500
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 18 | 532215
5%₹258 Cr4,166,266
↑ 445,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Dec 15 | TCS
4%₹220 Cr768,179
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL
3%₹191 Cr3,748,000
Reliance Industries Limited
Equity, Since 30 Jun 20 | -
3%₹180 Cr1,610,338
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 28 Feb 19 | 500124
3%₹155 Cr298,090
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 17 | HDFC
3%₹155 Cr606,263
Max Financial Services Ltd (Financial Services)
Equity, Since 31 Mar 18 | 500271
3%₹145 Cr2,151,203

7. TATA Digital India Fund

The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its net assets in equity/equity related instruments of the companies in Information Technology Sector in India.However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.The Scheme does not assure or guarantee any returns.

TATA Digital India Fund is a Equity - Sectoral fund was launched on 28 Dec 15. It is a fund with High risk and has given a CAGR/Annualized return of 19.8% since its launch.  Return for 2020 was 54.8% , 2019 was 7.5% and 2018 was 24.9% .

Below is the key information for TATA Digital India Fund

TATA Digital India Fund
Growth
Launch Date 28 Dec 15
NAV (15 Jan 21) ₹24.9307 ↓ -0.63   (-2.47 %)
Net Assets (Cr) ₹673 on 30 Nov 20
Category Equity - Sectoral
AMC Tata Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 2.05
Sharpe Ratio 1.1
Information Ratio -0.74
Alpha Ratio -4.44
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-3 Months (0.25%),3 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 15₹10,000
31 Dec 16₹9,405
31 Dec 17₹11,251
31 Dec 18₹14,055
31 Dec 19₹15,105
31 Dec 20₹23,386

TATA Digital India Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644
Invest Now

Returns for TATA Digital India Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 21

DurationReturns
1 Month 16.6%
3 Month 21.7%
6 Month 59.6%
1 Year 57.7%
3 Year 29%
5 Year 20.1%
10 Year
15 Year
Since launch 19.8%
Historical performance (Yearly) on absolute basis
YearReturns
2020 54.8%
2019 7.5%
2018 24.9%
2017 19.6%
2016 -6%
2015
2014
2013
2012
2011
Fund Manager information for TATA Digital India Fund
NameSinceTenure
Rahul Singh20 Apr 200.7 Yr.
Meeta Shetty20 Apr 200.7 Yr.

Data below for TATA Digital India Fund as on 30 Nov 20

Equity Sector Allocation
SectorValue
Technology89.85%
Industrials2.64%
Communication Services2.07%
Asset Allocation
Asset ClassValue
Cash5.44%
Equity94.56%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY
28%₹230 Cr1,830,000
↑ 125,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 16 | TCS
11%₹90 Cr314,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 16 | HCLTECH
9%₹75 Cr794,000
↑ 41,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 16 | PERSISTENT
9%₹71 Cr470,363
↑ 60,000
Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 16 | 532755
6%₹51 Cr525,000
Wipro Ltd (Technology)
Equity, Since 31 Jul 18 | 507685
6%₹45 Cr1,176,000
MindTree Ltd (Technology)
Equity, Since 31 Jul 19 | 532819
5%₹41 Cr245,000
Birlasoft Ltd (Technology)
Equity, Since 31 Jul 20 | 532400
4%₹31 Cr1,240,000
KPIT Technologies Ltd (Technology)
Equity, Since 31 Jan 19 | 542651
3%₹24 Cr1,665,000
Tata Elxsi Ltd (Technology)
Equity, Since 31 May 20 | 500408
3%₹23 Cr124,000

8. Mirae Asset Emerging Bluechip Fund

The investment objective of the scheme is to generate income and capital appreciation from a portfolio primarily investing in Indian equities and equity related securities of large cap and mid cap companies at the time of investment. From time to time, the fund manager may also seek participation in other Indian equity and equity related securities to achieve optimal Portfolio construction. The Scheme does not guarantee or assure any returns.

Mirae Asset Emerging Bluechip Fund is a Equity - Large & Mid Cap fund was launched on 9 Jul 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 21% since its launch.  Return for 2020 was 22.4% , 2019 was 14.7% and 2018 was -5.4% .

Below is the key information for Mirae Asset Emerging Bluechip Fund

Mirae Asset Emerging Bluechip Fund
Growth
Launch Date 9 Jul 10
NAV (15 Jan 21) ₹74.143 ↓ -0.76   (-1.02 %)
Net Assets (Cr) ₹13,405 on 30 Nov 20
Category Equity - Large & Mid Cap
AMC Mirae Asset Global Inv (India) Pvt. Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 1.61
Sharpe Ratio 0.48
Information Ratio 0.92
Alpha Ratio 2.2
Min Investment 5,000
Min SIP Investment 0
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 15₹10,000
31 Dec 16₹11,217
31 Dec 17₹16,714
31 Dec 18₹15,808
31 Dec 19₹18,135
31 Dec 20₹22,196

Mirae Asset Emerging Bluechip Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644
Invest Now

Returns for Mirae Asset Emerging Bluechip Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 21

DurationReturns
1 Month 7.5%
3 Month 27%
6 Month 40.2%
1 Year 24.9%
3 Year 10.9%
5 Year 20.1%
10 Year
15 Year
Since launch 21%
Historical performance (Yearly) on absolute basis
YearReturns
2020 22.4%
2019 14.7%
2018 -5.4%
2017 49%
2016 12.2%
2015 14.1%
2014 84.6%
2013 8.6%
2012 45.6%
2011 -15.2%
Fund Manager information for Mirae Asset Emerging Bluechip Fund
NameSinceTenure
Neelesh Surana9 Jul 1010.49 Yr.
Ankit Jain31 Jan 191.92 Yr.

Data below for Mirae Asset Emerging Bluechip Fund as on 30 Nov 20

Equity Sector Allocation
SectorValue
Financial Services33.98%
Consumer Cyclical9.97%
Technology9.76%
Health Care9.66%
Industrials8.41%
Consumer Defensive7.87%
Basic Materials7.1%
Energy4.94%
Communication Services3.39%
Utility2.06%
Asset Allocation
Asset ClassValue
Cash1.27%
Equity98.73%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 17 | HDFCBANK
7%₹1,018 Cr7,090,544
↑ 140,000
ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 12 | ICICIBANK
7%₹938 Cr17,524,841
↑ 662,500
Infosys Ltd (Technology)
Equity, Since 31 Jan 18 | INFY
5%₹766 Cr6,097,584
↑ 48,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 532215
5%₹693 Cr11,165,088
↑ 905,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL
3%₹484 Cr9,504,000
Max Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 18 | 500271
3%₹424 Cr6,283,046
State Bank of India (Financial Services)
Equity, Since 30 Apr 18 | SBIN
3%₹407 Cr14,810,277
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 May 19 | TCS
3%₹396 Cr1,385,005
Voltas Ltd (Industrials)
Equity, Since 31 Dec 14 | VOLTAS
2%₹347 Cr4,207,977
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 18 | RELIANCE
2%₹326 Cr1,644,196
↑ 245,000

9. TATA Banking and Financial Services Fund

The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its net assets in equity/equity related instruments of the companies in the Banking and Financial Services sector in India.

TATA Banking and Financial Services Fund is a Equity - Sectoral fund was launched on 28 Dec 15. It is a fund with High risk and has given a CAGR/Annualized return of 17.7% since its launch.  Return for 2020 was 2.7% , 2019 was 25.7% and 2018 was -0.1% .

Below is the key information for TATA Banking and Financial Services Fund

TATA Banking and Financial Services Fund
Growth
Launch Date 28 Dec 15
NAV (15 Jan 21) ₹22.8033 ↓ -0.23   (-1.01 %)
Net Assets (Cr) ₹597 on 30 Nov 20
Category Equity - Sectoral
AMC Tata Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 2.5
Sharpe Ratio 0.09
Information Ratio -0.56
Alpha Ratio -3.03
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-3 Months (0.25%),3 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 15₹10,000
31 Dec 16₹11,777
31 Dec 17₹17,078
31 Dec 18₹17,069
31 Dec 19₹21,452
31 Dec 20₹22,026

TATA Banking and Financial Services Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656
Invest Now

Returns for TATA Banking and Financial Services Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 21

DurationReturns
1 Month 6.1%
3 Month 31.3%
6 Month 40.1%
1 Year 4.8%
3 Year 9.2%
5 Year 18.7%
10 Year
15 Year
Since launch 17.7%
Historical performance (Yearly) on absolute basis
YearReturns
2020 2.7%
2019 25.7%
2018 -0.1%
2017 45%
2016 17.8%
2015
2014
2013
2012
2011
Fund Manager information for TATA Banking and Financial Services Fund
NameSinceTenure
Sonam Udasi1 Apr 164.75 Yr.
Amey Sathe18 Jun 182.54 Yr.

Data below for TATA Banking and Financial Services Fund as on 30 Nov 20

Equity Sector Allocation
SectorValue
Financial Services98.21%
Asset Allocation
Asset ClassValue
Cash1.79%
Equity98.21%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 16 | HDFCBANK
20%₹121 Cr840,000
↓ -63,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
15%₹95 Cr1,782,000
↓ -27,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 17 | HDFC
13%₹77 Cr302,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jan 16 | KOTAKBANK
9%₹57 Cr287,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | 532215
8%₹50 Cr800,000
↑ 70,000
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
6%₹37 Cr1,340,000
↑ 230,000
HDFC Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Jul 19 | 540777
5%₹32 Cr467,000
↑ 20,000
HDFC Asset Management Company Limited (Financial Services)
Equity, Since 31 Dec 19 | 541729
3%₹21 Cr71,000
↓ -9,500
SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Mar 20 | 543066
3%₹18 Cr214,771
↓ -50,000
ICICI Securities Ltd (Financial Services)
Equity, Since 31 Oct 19 | 541179
3%₹18 Cr387,000
↑ 260,000

10. IIFL Focused Equity Fund

(Erstwhile IIFL India Growth Fund)

The investment objective of the scheme is to generate long term capital appreciation for investors from a portfolio of equity and equity related securities. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

IIFL Focused Equity Fund is a Equity - Focused fund was launched on 30 Oct 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.7% since its launch.  Return for 2020 was 23.8% , 2019 was 27.3% and 2018 was -6.8% .

Below is the key information for IIFL Focused Equity Fund

IIFL Focused Equity Fund
Growth
Launch Date 30 Oct 14
NAV (15 Jan 21) ₹23.4409 ↓ -0.30   (-1.27 %)
Net Assets (Cr) ₹1,210 on 30 Nov 20
Category Equity - Focused
AMC IIFL Asset Management Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 2.34
Sharpe Ratio 0.54
Information Ratio 0.46
Alpha Ratio 8.18
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-2 Months (2%),2 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 15₹10,000
31 Dec 16₹10,988
31 Dec 17₹14,280
31 Dec 18₹13,308
31 Dec 19₹16,942
31 Dec 20₹20,979

IIFL Focused Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656
Invest Now

Returns for IIFL Focused Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 21

DurationReturns
1 Month 7.6%
3 Month 26.1%
6 Month 41.8%
1 Year 26.5%
3 Year 14%
5 Year 18.5%
10 Year
15 Year
Since launch 14.7%
Historical performance (Yearly) on absolute basis
YearReturns
2020 23.8%
2019 27.3%
2018 -6.8%
2017 30%
2016 9.9%
2015 1.8%
2014
2013
2012
2011
Fund Manager information for IIFL Focused Equity Fund
NameSinceTenure
Mayur Patel11 Nov 191.14 Yr.

Data below for IIFL Focused Equity Fund as on 30 Nov 20

Equity Sector Allocation
SectorValue
Financial Services31.58%
Consumer Cyclical12.59%
Technology11.44%
Health Care11.17%
Basic Materials9.9%
Energy7.29%
Communication Services5.94%
Industrials2.83%
Utility2.46%
Consumer Defensive1.27%
Asset Allocation
Asset ClassValue
Cash3.53%
Equity96.47%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
10%₹132 Cr2,466,649
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 17 | HDFCBANK
6%₹81 Cr561,918
Infosys Ltd (Technology)
Equity, Since 28 Feb 18 | INFY
6%₹77 Cr614,576
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
5%₹71 Cr134,988
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jul 19 | BHARTIARTL
5%₹65 Cr1,273,094
↑ 165,502
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 31 May 19 | CROMPTON
5%₹62 Cr1,636,932
Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 20 | 532215
5%₹61 Cr985,100
↑ 202,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Sep 20 | M&M
4%₹57 Cr787,248
↑ 46,309
Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 31 Dec 18 | 540005
4%₹56 Cr152,967
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Oct 19 | 500124
4%₹52 Cr99,687

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Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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SHiva, posted on 28 Oct 19 9:03 AM

Well explanation with indepth details.very inspirational information for investment in MF. Thanks.

Heera, posted on 5 Jan 19 4:26 PM

Great! Informative SIP Thread. Very well covered and presented.

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